Our Team

In talking about his work philosophy with regard to his clients, Terry speaks with sincerity and conviction: “I provide quality service to my clients by continual advancement of my knowledge and experience through education, application, training and review. I will retain the confidence and trust of my clients through my total commitment to honesty and integrity in every aspect of our relationship."

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Terry K. Lewis, CLU®, CFP®, ChFC®

CA Insurance LIC #0778399

Terry K. Lewis has been highly successful in providing quality insurance products, financial services and wealth management services to his clients since 1980. He works with clients as an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor. Terry’s career focus is on estate conservation, business insurance planning for succession, asset management, and key employee protection. Prior to joining New York Life Insurance Company as an agent, he served two tours of duty with the United States Marine Corps. His professional affiliations include membership in the Association for Advanced Life Underwriting (AALU), the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors (NAIFA). Active in his community, Terry is past chairman of the board of the Edina Chamber of Commerce, past church council president, the Edina Chamber Legislative Committee past chair, the Edina Visitors Bureau “Explore Edina” past chair, and the 2019 Edina Chamber of Commerce Business Person of the year. Terry and his wife, Katie, make their home in Edina and he has two adult children, Justin and Jeremy. He and Katie are proud grandparents to Sloane, Holden, and Owen.

 

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Joshua Batalden, FLMI

Joshua Batalden has been with New York Life Insurance Company since 2006 and is an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative** with New York Life Securities LLC. Josh is a graduate of Gustavus Adolphus College with a degree in Financial Economics. He currently holds FINRA Series 6, 7, 63, and 65 securities licenses and holds the management designation of FLMI.

Josh focuses on helping young families and pre-retirees develop a sound financial strategy to be able to plan for a successful future and retire on their terms.

Josh resides in Chanhassen with his wife, Jenny, and their three children Allison, Marissa & Tyler.

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Ethan Anderson, CLU®, ChFC®

Ethan has been an agent of New York Life Insurance Company since 2015 and is an Investment Adviser Representative with Eagle Strategies LLC. He is a graduate of the University of Wisconsin-River Falls with degrees in Economics and Business Administration (Finance). Ethan currently holds his Life, Health, and Accident insurance licenses in multiple states, as well as his Series 7, 63, and 65 licenses with FINRA. Ethan is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a passionate Hudson Daybreak Rotarian. He specializes in comprehensive financial planning and dealing with the challenges and opportunities that face business owners, executives, physicians, and retirees. Ethan and his wife Sara reside in Hudson, WI.

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Courtney Ruiz

Courtney Ruiz first started with New York Life Insurance Company in 2006. She has a Bachelor’s degree in Business Administration from the Minnesota School of Business. Courtney currently holds Series 6 and 63 licenses with FINRA along with Life, Health, and Accident insurance license in multiple states. Courtney educates and guides business owners, individuals and families to create financial strategies to protect their assets and meet financial goals. She has been actively involved with the New York Life Foundation for over a decade and is passionate about the Grief-Sensitive School Initiative. Courtney resides in St. Paul Park, MN with her significant other, Tristan. Courtney’s daughter, Kaelyn, is a representative with New York Life.

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Amy Dufresne

Amy has worked in the financial/insurance industry since 1987 and serves as our Director of Operations, managing the business processes of our office. She focuses on client service, managing the underwriting process, and maintaining the office financials. Amy holds her insurance license, as well as Series 6 and 63 licenses with FINRA. She and her husband, Tom, have two children, Emma and Will.

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Maggie Kase

Maggie has worked in the financial and insurance industries since 2003. As the Director of Marketing for our office, she provides invaluable support to our advisers and manages daily activities relating to marketing and client development. She is a graduate of DePauw University and holds her insurance license in the state of Minnesota. Maggie and her husband, Matt, have two children, Greta and Tucker.